Posts tagged VMW
K. Liu's Week in Review

The United Postal Service’s (USPS) monthly data for April revealed a 54.7% Y/Y increase in PC Postage revenue, marking a significant acceleration from the 13.4% increase in March and the 13.7% increase in the same period last year. This comes as no surprise as management’s commentary during Stamps.com’s (STMP) Q1 earnings call highlighted double-digit growth in U.S. dollar volume processed across all carriers in March and growth north of 50% in April.

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K. Liu's Week in Review

Coronavirus was top of mind this week as fears of a pandemic reverberated across markets. Thus far, the software industry remains relatively unaffected from a business standpoint with the vast majority of reporting companies citing minimal end market exposure and no impact on sales cycles to date.

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K. Liu's Week in Review

M&A this week included a couple of AIOps deals at ServiceNow (NOW) and VMware (VMW). ServiceNow’s acquisition of Loom Systems adds log and metrics analysis to its IT Service Management (ITSM) and IT Operations Management (ITOM) solutions, thereby enabling customers to proactively identify IT incidents and automate remediation tasks.

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